Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Plymouth Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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Job Description

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?

In order to achieve their aims and to continue their development, our client is looking to attract accomplished and proven Financial Planners who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage and develop your portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security.

Enquiries and applications are invited from skilled and experienced Financial Planners who have a proven track record in building and developing a portfolio of HNW clients. You will have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships.

This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. You will be able to develop your existing portfolio and benefit from a proven business model and increase your performance and income.

Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions.

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Independent Financial Advisor employer: Brevere Group

Join a prestigious firm that prioritises your professional growth and client success. With comprehensive support in administration, compliance, and marketing, you will thrive in a collaborative environment dedicated to delivering bespoke wealth management solutions for high-net-worth clients. Our commitment to excellence ensures you can focus on what you do best—building lasting relationships and achieving financial security for your clients.
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Contact Detail:

Brevere Group Recruiting Team

Independent Financial Advisor
Brevere Group
Location: Plymouth
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  • Independent Financial Advisor

    Plymouth
    Full-Time
    43200 - 72000 £ / year (est.)
  • B

    Brevere Group

    50-100
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